See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,345 | $29,660+366.4% | $56,411+145.2% | $80,856+71.1% |
| Participation rate | 71.9% | 41.6%+30.2pp | 52.5%+19.4pp | 67.6%+4.2pp |
| Annual return | 11.61% | 35.23%-23.6pp | 1701.33%-1689.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,132 | $669+517.3% | $1,039+297.8% | $2,755+50.0% |
| Participant deferral / active EE | $2,847 | $1,226+132.3% | $1,952+45.9% | $4,296-33.7% |
| Admin fee / account holder | $8,245 | $2,428+239.7% | $2,829+191.5% | $6,918+19.2% |